Lauren Spears

Client Service Associate

How I Arrived at Ritholtz

“Coming from a much bigger firm, I knew I wanted a smaller team that felt more connected and aligned towards a higher goal. A goal centered around the client and giving them the best support possible. It was clear to me that RWM valued the same things I did, and treated their employees and their clients like family.”

Favorite Part Of The Job

“I love getting to know people and learning how best to assist them! I look forward to supporting our clients and embodying what Ritholtz does best, supporting each individuals financial needs!”

When I'm Not Working

“I am an avid runner and reader, I love F. Scott Fitzgerald! You can usually find me on the lakeshore path or trying a new restaurant or patio bar.”

MEET OUR EXPERTS
GUIDING YOUR FUTURE

Explore the profiles of some of our other experienced professionals, each bringing their own strengths and insights to support your success.

Back to team
Nick Friedman, CFP®
Nick Friedman, CFP®
Sr. Advisor
Nick Friedman, CFP®
Paul Zodtner, CRPC®, RICP®
Paul Zodtner, CRPC®, RICP®
Sr. Advisor
Paul Zodtner, CRPC®, RICP®
Adam Day, CFP®
Adam Day, CFP®
Advisor
Adam Day, CFP®
Barry Ritholtz
Barry Ritholtz
Chairman & Chief Investment Officer
Barry Ritholtz
Jonathan Novy
Jonathan Novy
Sr. Advisor
Jonathan Novy
Duncan Hill
Duncan Hill
Creative Director
Duncan Hill
Ben Carlson, CFA®
Ben Carlson, CFA®
Director of Institutional Asset Management
Ben Carlson, CFA®
Callie Cox
Callie Cox
Chief Market Strategist
Callie Cox
Mindy Giles
Mindy Giles
Client Service Associate
Mindy Giles
Tadas Viskanta
Tadas Viskanta
Director of Investor Education
Tadas Viskanta
Matt Cerminaro
Matt Cerminaro
Data Research Associate
Matt Cerminaro
Erika Mauro
Erika Mauro
Director of Client Service – Family Office
Erika Mauro
Matthew Papandrea, CFP®
Matthew Papandrea, CFP®
Advisor
Matthew Papandrea, CFP®
Kevin Young, CFP®
Kevin Young, CFP®
Advisor
Kevin Young, CFP®
Taylor Hollis, CFP® CFA®
Taylor Hollis, CFP® CFA®
Director of Family Office Services
Taylor Hollis, CFP® CFA®
Benjamin Packer
Benjamin Packer
Client Service Associate
Benjamin Packer
Blair duQuesnay, CFP® CFA®
Blair duQuesnay, CFP® CFA®
Lead Advisor – The Preserve
Blair duQuesnay, CFP® CFA®
Travis Varga
Travis Varga
Creative Media Producer
Travis Varga
Colleen Parker
Colleen Parker
Director of Client Service
Colleen Parker
Matt Lohrius, CFP®
Matt Lohrius, CFP®
Advisor
Matt Lohrius, CFP®
Eric Zipfel
Eric Zipfel
Advisor
Eric Zipfel
Andrea Diltz
Andrea Diltz
Client Service Associate
Andrea Diltz
Alex Palumbo, CFP®
Alex Palumbo, CFP®
Sr. Advisor
Alex Palumbo, CFP®
Bill Artzerounian
Bill Artzerounian
Director of Tax Services
Bill Artzerounian
Dan LaRosa, AIF®, QPFC
Dan LaRosa, AIF®, QPFC
Sr. Advisor & Director of Corp. Retirement
Dan LaRosa, AIF®, QPFC
Jordan D. Hanson, CFP®
Jordan D. Hanson, CFP®
Advisor
Jordan D. Hanson, CFP®
Benjamin Coulthard, CFP®
Benjamin Coulthard, CFP®
Advisor
Benjamin Coulthard, CFP®
Dylan Kluender
Dylan Kluender
Sr. Trader
Dylan Kluender
Susan Gray
Susan Gray
Sr. Client Service Associate
Susan Gray
Lauren Rose
Lauren Rose
Client Service Associate
Lauren Rose
Alex Messer
Alex Messer
Trader
Alex Messer
Daniel Baxter
Daniel Baxter
Client Service Associate – Tax
Daniel Baxter
Dina Isola
Dina Isola
Advisor
Dina Isola
Tony Isola, CFP®
Tony Isola, CFP®
Advisor
Tony Isola, CFP®
Dominic Bova, CFP®
Dominic Bova, CFP®
Tax Planner
Dominic Bova, CFP®
Angelica Andrews
Angelica Andrews
Paraplanner
Angelica Andrews
Nate Jefferson, CFP®
Nate Jefferson, CFP®
Paraplanner
Nate Jefferson, CFP®
Gisela Warner
Gisela Warner
Director of Operations
Gisela Warner
Daniel Parra
Daniel Parra
Creative Media Editor
Daniel Parra
Lauryn Lafferty
Lauryn Lafferty
Sr. Client Service Associate
Lauryn Lafferty
Kris Venne, CFP®
Kris Venne, CFP®
Managing Partner
Kris Venne, CFP®
Adam Gock
Adam Gock
Client Service Associate
Adam Gock
Alan Brockhaus, CFP®, ChFC®
Alan Brockhaus, CFP®, ChFC®
Advisor
Alan Brockhaus, CFP®, ChFC®
Patrick Schwendeman, CFP® ChFC®
Patrick Schwendeman, CFP® ChFC®
Advisor
Patrick Schwendeman, CFP® ChFC®
Jalen Randolph, CFP®
Jalen Randolph, CFP®
Advisor
Jalen Randolph, CFP®
Ross Cohen, CFP®
Ross Cohen, CFP®
Advisor
Ross Cohen, CFP®
Patricia Hatzfeld
Patricia Hatzfeld
Chief Compliance Officer
Patricia Hatzfeld
Trevor Batt, CFP®
Trevor Batt, CFP®
Advisor
Trevor Batt, CFP®
Stephanie Baszner, CFP®
Stephanie Baszner, CFP®
Advisor
Stephanie Baszner, CFP®
William Sweet, CFP®
William Sweet, CFP®
Chief Financial Officer
William Sweet, CFP®
Sean Russo
Sean Russo
Research Associate
Sean Russo
Lisa Paul
Lisa Paul
Client Service Associate
Lisa Paul
Joey  Fishman
Joey Fishman
Sr. Advisor
Joey Fishman
Catalina Castillo
Catalina Castillo
Compliance Analyst
Catalina Castillo
Lauren Spears
Lauren Spears
Client Service Associate
Lauren Spears
Gary Pulford, CTFA
Gary Pulford, CTFA
Advisor
Gary Pulford, CTFA
Everett Taylor, CPA®
Everett Taylor, CPA®
Tax Manager
Everett Taylor, CPA®
Michael Batnick, CFA®
Michael Batnick, CFA®
Managing Partner
Michael Batnick, CFA®
Anna Chaiken
Anna Chaiken
Vice President
Anna Chaiken
John Grayson
John Grayson
Sr. Creative Media Producer
John Grayson
Josh Brown
Josh Brown
CEO
Josh Brown
Kyla Candelaria
Kyla Candelaria
Client Service Associate – Corp. Retirement
Kyla Candelaria
Cameron Rufus, CFP®
Cameron Rufus, CFP®
Advisor
Cameron Rufus, CFP®
Patrick Haley, CFP®
Patrick Haley, CFP®
Sr. Portfolio Manager
Patrick Haley, CFP®
Brian Rosen
Brian Rosen
Sr. Advisor
Brian Rosen
Jay Tini
Jay Tini
President
Jay Tini
Michelle Katzen, CFP®, CDFA®
Michelle Katzen, CFP®, CDFA®
Sr. Advisor
Michelle Katzen, CFP®, CDFA®
Nick Maggiulli
Nick Maggiulli
COO
Nick Maggiulli
Nicole Samoroukova
Nicole Samoroukova
Media Producer & Head of Audience Development
Nicole Samoroukova
Nick Sapienza, CFP®
Nick Sapienza, CFP®
Advisor
Nick Sapienza, CFP®
Tyler Hillyer, CFP®
Tyler Hillyer, CFP®
Advisor
Tyler Hillyer, CFP®